-50.6%
OTEX price history and return analytics
+65.7%
-116.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.5% |
| 7D | -3.0% | -0.1% | -2.9% | -2.8% |
| 30D | -7.5% | -0.7% | -6.8% | -6.7% |
| 3M | +3.2% | +4.0% | -0.8% | -1.7% |
| 6M | -9.7% | +12.3% | -21.9% | -21.6% |
| YTD | -28.2% | +14.0% | -42.2% | -38.7% |
| 1Y | -31.1% | +20.3% | -51.4% | -44.7% |
| 3Y | -35.5% | +75.4% | -110.9% | -66.6% |
| 5Y | -50.6% | +66.0% | -116.6% | -72.6% |
| All | -50.6% | +65.7% | -116.3% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling